AUDIO / STUDIO RANGE
Studio One headphones
SKU AU-100 · Atlas Audio
Over-earView specifications ↗
A little less imagining.
A little more seeing.
Explore the workspace through six browser-style previews, from the first customer view to the next quotation.
Illustrative product views with example data. These are visual previews, not live app screens.01 / THE SALES OVERVIEWSee the day
See the day
more clearly.
Start with the sales overview: pipeline by stage, key workspace figures and recently updated records. Move into the customer or opportunity when you need the detail.
- Sales pipeline at a glance
- Recently updated customer records
- A starting point for your next action
ATLAS / OVERVIEWatlas / workspace
A clearer picture.
Your sales overview, with the next step in sight.
OPEN PIPELINE£124,500Across 12 opportunities
CUSTOMER ACCOUNTS48Your accessible customers
OPEN TASKS08Keep the follow-up moving
Pipeline by stage
Recently updated
NNorthstar StudioCustomer accountActive
HHarbour renewalOpportunityProposal
CCedar partnershipLeadWorking
Illustrative Atlas view · Example data · Layout simplified for this tour
02 / PRODUCTS & SERVICESA catalogue.
A catalogue.
Full of detail.
Bring images, descriptions, specifications and product families together. Keep make, model and manufacturer details close, with cost prices reserved for administrators.
- Product and service records
- Family and sub-family organisation
- Add catalogue items to price lists
ATLAS / PRODUCTSatlas / workspace
Products.
One catalogue. Room for every detail.
⌕ Search products, make, model…Family: All ranges ▾Active products
AUDIO / STUDIO RANGE
Studio Mini speaker
SKU AU-200 · Atlas Audio
WirelessView specifications ↗
✦
SERVICES / SUPPORTSetup & onboarding
SKU SV-010 · Service
ServiceView details ↗
▱ Audio→Studio range→Individual productsKeep each item connected to its family.
Illustrative Atlas view · Example data · Layout simplified for this tour
03 / CUSTOMER PRICINGAn agreed price.
An agreed price.
Ready to use.
Choose a customer’s price list, set an account discount and make product-specific agreements. Atlas uses those rules when calculating quotation prices.
- Percentage and amount discounts
- Fixed prices for individual products
- Effective dates and quantity pricing
ATLAS / PRICE LISTSatlas / workspace
Customer pricing.
Agreed prices, ready for the next quotation.
N
Northstar StudioCustomer pricing agreement
GBP price listDEFAULT PRICE LISTTrade 2026
ACCOUNT DISCOUNT10%
PRODUCT OVERRIDES02
| Product | List price | Customer rule | Agreed price |
|---|---|---|---|
| Studio One headphones | £150.00 | 10% discount | £135.00 |
| Studio Mini speaker | £120.00 | Fixed price | £99.00 |
| Setup & onboarding | £250.00 | 10% discount | £225.00 |
✦ Customer agreements feed into quotation pricing automatically.
Illustrative Atlas view · Example data · Layout simplified for this tour
04 / QUOTATIONS & DOCUMENTSFrom a conversation
From a conversation
to a clear offer.
Build a quotation from catalogue products and customer pricing. Review the totals, save a draft and issue a PDF that stays on the customer account.
- Customer pricing applied to quote lines
- Saved drafts and issued document versions
- Invoice creation from an accepted quote
ATLAS / QUOTATIONSatlas / workspace
A quote, ready to go.
Products and agreed pricing, brought together.
atlas.QUOTATION
| Item | Qty | Unit price | Net |
|---|---|---|---|
| Studio One headphones | 10 | £135.00 | £1,350.00 |
| Setup & onboarding | 1 | £225.00 | £225.00 |
Net £1,575.00
VAT (20%) £315.00
Total £1,890.00Illustrative Atlas view · Example data · Layout simplified for this tour
05 / THE CUSTOMER WORKSPACEKeep the whole
Keep the whole
story close.
Move between a customer’s pricing, quotations, invoices, communications and activity. Keep notes and linked tasks alongside the relationship.
- Commercial information on the account
- Customer notes and linked tasks
- Email through configured services
ATLAS / CUSTOMERSatlas / workspace
Northstar Studio
The relationship, with the context to act.
OverviewPricingQuotesInvoicesCommunicationsActivity
OPEN OPPORTUNITIES£24,500
QUOTATIONS04
PRIMARY CONTACTSam Taylor
Recent customer notes
Renewal discussionAlex Morgan · Today
Prepare the next quotation using the customer’s agreed price list.
Product range reviewedJamie Patel · Yesterday
Customer interested in the Studio range for the next order.
Next steps
○Prepare renewal quoteDue today · Alex Morgan
○Confirm delivery requirementsDue Thursday · Jamie Patel
Linked tasks stay with the account.
Illustrative Atlas view · Example data · Layout simplified for this tour
06 / PEOPLE & PERMISSIONSA shared workspace.
A shared workspace.
Clear boundaries.
Workspace administrators manage their team and customer access. Set the workspace role, then choose which customer accounts a colleague can read or edit.
- Administrator, sales and viewer roles
- Customer-specific Read and Edit grants
- User management and session revocation
ATLAS / SETTINGSatlas / workspace
People & customer access
The right workspace access for each colleague.
ACTIVE TEAM12 / 150
WORKSPACE PLANPro
ACCESS CONTROLBy customer
| Person | Workspace role | Customer access | Status |
|---|---|---|---|
| Alex MorganExample administrator | Administrator | All workspace customers | Active |
| Jamie PatelExample sales colleague | Sales | Owned & assigned customers | Active |
| Sam TaylorExample viewer | Read-only viewer | Assigned customers · Read | Active |
Read and Edit grants keep customer permissions clear. Viewers remain read-only.
Illustrative Atlas view · Example data · Layout simplified for this tour
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